Webinar (CAT): Automating & Optimizing Tax Workflow Experience Lab

Description

One of the keys to success to automating tax return preparation is to map out your workflow and ensure that you are not automating a flawed process. Lean Six Sigma (LSS) techniques should also be applied to balance efficiency and quality, with the effectiveness of maintaining a client relationship and opening the door to advisory services.

Learning Objectives

Attend this workshop to learn how to develop a standardized process for your firm and apply LSS techniques to optimize your workflow. Then see how these processes can be automated via software tools from vendors, with hands on exercises in trial versions of the vendors’ tools so that you know it’s not just smoke and mirrors.

Major Topics

Tax Automation, Lean Six Sigma

Provider
Center for Accounting Transformation
Course Level
Intermediate
CPE Field of Study
Taxes
6
Who Should Attend

Tax practitioners

Instructor(s)
Donny Shimamoto
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Event Information
When
Oct 26, 2021
9:00 am - 3:00 pm MDT
Location
Webinar
Format
Webinar

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$ (% off)
$150.00

NON-MEMBER


$ (% off)
$300.00
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Webinar (CAT): Automating & Optimizing Tax Workflow Experience Lab


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